分组1 - Voya MidCap Opportunities Fund's Q4 2025 investor letter highlights solid market gains but relative underperformance due to unfavorable stock selection [1] - The fund underperformed the Russell Mid Cap Growth Index, despite U.S. equity markets advancing on moderating inflation and robust earnings [1] - The fund managers maintain a cautiously constructive outlook, emphasizing the importance of active and flexible positioning amid geopolitical risks and policy uncertainty [1] 分组2 - Comfort Systems USA, Inc. (NYSE:FIX) provides mechanical contracting services and benefits from strong demand in data centers, healthcare, and infrastructure projects [2] - The stock represented 2.97% of the portfolio investments, with a one-month return of 17.25% and a market capitalization of approximately $39.872 billion [2] - Comfort Systems USA, Inc. was a key contributor to the fund's performance, driven by stronger-than-expected 3Q25 revenue [3]